Foundations Investment Advisors, LLC

Endowment

CIK

1743404

City

PHOENIX

State / Country

AZ

Stock

TY — TRI-CONTINENTAL Corp

Top Portfolio Positions

537 positions · $2,805,630,018 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	841,973	$146,840,088	5.23%
AAPL	Apple Inc. Technology	441,530	$112,055,896	3.99%
CIEN	Ciena Corp Technology	256,498	$99,580,215	3.55%
MSFT	Microsoft Corp Technology	240,314	$88,957,031	3.17%
SPY	Spdr S&P 500 ETF Trust	134,594	$87,531,859	3.12%
GLD	Spdr Gold Trust	200,352	$86,209,461	3.07%
GOOGL	Alphabet Inc. Communication Services	266,936	$76,760,113	2.74%
C	Citigroup Inc Financial Services	617,615	$70,043,715	2.50%
QQQ	Invesco Qqq Trust, Series 1	119,311	$68,863,921	2.45%
VRT	Vertiv Holdings Co Industrials	266,048	$66,666,306	2.38%

Portfolio Trend

25 quarters · across all stocks

Holdings in TY

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$563,091	17,825	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$578,473	17,712	+50.4%	Shares	Sole	2026-02-10
2025-09-30	$400,316	11,774	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$369,883	11,683	+3.4%	Shares	Sole	2025-08-08
2025-03-31	$346,509	11,298	+0.9%	Shares	Sole	2025-05-07
2024-12-31	$354,928	11,200	+7.0%	Shares	Sole	2025-01-22
2024-09-30	$345,862	10,468	+0.9%	Shares	Sole	2024-10-21
2024-06-30	$321,344	10,376	+1.9%	Shares	Sole	2024-08-02
2024-03-31	$313,667	10,184	+0.9%	Shares	Sole	2024-05-13
2023-12-31	$291,125	10,098	+1.3%	Shares	Sole	2024-02-08
2023-09-30	$264,969	9,965	+0.9%	Shares	Sole	2023-10-05
2023-06-30	$270,690	9,872	+1.2%	Shares	Sole	2023-07-19
2023-03-31	$258,915	9,752	+1.1%	Shares	Sole	2023-04-25
2022-12-31	$247,201	9,645	+3.4%	Shares	Sole	2023-01-11
2022-09-30	$238,474	9,330	—	Shares	Sole	2022-10-19
No 13F history on record for this holder in this stock.